--- schema_version: "1" id: 551c7f70dc5e81dcc05732ad73f3663177cb728aa6ab8f195a60107acb6f7938 title: Create User Tasks collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_user_task.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_user_task.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 61ba09121907c86f1b5371a013aa1386ed2c736477f6f175c24d6df6e7e82f34 description: For personal tasks and to-do lists that must be completed before a due date, create user task records. Supervisors can create user tasks, and then assign those tasks to their reps. Reps can create user tasks for themselves. A supervisor can monitor a rep’s task and track its status. products: - Consumer Goods release: "264" --- # Create User Tasks For personal tasks and to-do lists that must be completed before a due date, create user task records. Supervisors can create user tasks, and then assign those tasks to their reps. Reps can create user tasks for themselves. A supervisor can monitor a rep’s task and track its status. ### Required Editions You can add tasks if you’ve a user accountable record.
Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.
User Permissions Needed
To create user tasks:

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User
1. From the App Launcher, find and select **Tasks**, and then click **New Task**. 2. Select the **User Task** record type, and then click **Next**. 3. Provide these details.
Field Description
Task Information
Name Name of a user task.
Assigned To Individual to whom a task is assigned. By default, a task is assigned to the individual who creates it.
Type

Type of task. The options are:

  • Inquiry
  • Complaint
  • Order
  • Placement
  • Service
  • Vehicle
  • Time Entry
  • Training
  • Company
  • Private
Due Date Date by when a task must be completed.
Related To

Object to which a task is associated. This attribute is used only with the Consumer Goods Visit Execution app.

To update this field, select an object, and then select a record. For example, select the Assets object, and then select the Refrigerator record.
Task Record Type Record type of a task.
Subject

Subject of a user task. The options are:

  • Call
  • Email
  • Send Letter
  • Send Quote
  • Other
Accountable User who's accountable for a task. By default, the field is populated with the logged-in user's name.
Priority

Priority of a task. The options are:

  • High
  • Normal
  • Low
Status

Status of a task. The options are:

  • Not Started
  • In Progress
  • Completed
  • Waiting for someone else
  • Deferred
Description Information
Comments User comments.
4. Save your changes.